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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 16 -33.33%
of those in investment advisory functions 5 -37.50%
Registration SEC, Approved, 10/13/2011
AUM* 382,338,543 -13.94%
of that, discretionary 382,338,543 -13.94%
Private Fund GAV* 127,486,813 -16.39%
Avg Account Size 47,792,318 29.10%
SMA’s No
Private Funds 6 2
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

1B 1B 1B 815M 611M 407M 204M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count5 GAV$127,486,813
Fund TypeOther Private Fund Count1 GAV$

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